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200 W. Merritt Island Cswy. Merritt Island, FL 32952

Phone:

  • 321-454-3398

Fax:

  • 321-986-8730

E-mail:

  • WealthManagement@RothFinancialGroup.com
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Videos

We have interesting videos for you to watch on my site.

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Contact Us

Please feel free to contact us with any questions.

Contact Us

Flipbooks

You can review interesting Flipbooks on my site.

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Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

More Videos »

Newsletters

  • A Steady Strategy

    Discover how dollar-cost averaging may help alleviate some market concerns by making regular investments regardless of market movements.

  • Grandparent 529 Plans Get a Boost Under New FAFSA Rules

    Read how the FAFSA Simplification Act helps grandparents assist with college costs without impacting their grandchildren’s financial aid.

  • 401(k) and IRA: A Combined Savings Strategy

    Do you know the differences between a 401(k) and an IRA? Find out how they might work together to boost your retirement assets.

  • Your Social Security Statement: What’s in It for You?

    This article explains some of the key information provided on a personalized Social Security Statement.

More Newsletters »

Calculators

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • LTCI Cost of Waiting

    Estimate the potential cost of waiting to purchase a long-term care insurance policy.

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

More Calculators »

Securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Roth Financial Group, BFCFS and BFC Planning, Inc. are independent entities.  Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.  We are registered to sell Securities in the following states: Arizona, California, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, New Jersey, New Mexico, New York, North Carolina, South Carolina, South Dakota,Texas, Virginia, West Virginia and Wisconsin.

Tax services are offered through Roth Financial Group.  BFCFS does not offer tax or legal advice.

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